Business Central
Accounting
Streamline operations with Business Central, offering insights, error replay, and seamless syncing for smooth transactions.
Overview
Dealing with disconnected sales and accounting systems? Cloudify's Business Central Integration links Pipedrive with Business Central, enabling seamless conversion of deals into invoices, efficient organization management, and real-time product synchronization. Enhance workflow, gain financial clarity, and quickly resolve errors with the replay feature.
What's new
Easy B2C Customer Management
Convert your Pipedrive person/people into new customer entries in Microsoft Business Central, streamlining your CRM and accounting processes.
Simplified Invoicing
Our integration allows invoice creation using only the deal value, eliminating the need to specify individual products.
Features
Seamless invoice & Order Creation
You can automate deal-to-order/invoice transition within Pipedrive with real-time status notes.
Streamlined product management operations
Experience smooth product sync from Pipedrive to Business Central during every integration cycle.
Stay updated with real-time sync insights.
Real-time sync insights provide a comprehensive log of deal activity, letting you know the transaction status.
Replay unsuccessful integrations
You can effortlessly rectify failed integrations from Pipedrive deal notes.
Sales overview with Custom Modal
A Custom Modal is available in Organization view, where you can view customers' data that reflects invoice details and other financial data.
Effortless organization sync
Easily create customers in Business Central and perform sync between Pipedrive organizations and Business Central customers.
FAQ
Implementation
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